Gravity Forms + Sage Intacct

Locate new customers in Sage Intacct upon form submissions in Gravity Forms

Streamline your workflow with this efficient solution. When a form submission occurs in Gravity Forms, this workflow seamlessly locates the associated customer in the Sage Intacct. It takes the legwork out of data transfer, ensuring that customer information is promptly and accurately reflected on your Sage Intacct system. Enhance your customer management while saving valuable time.

Streamline your workflow with this efficient solution. When a form submission occurs in Gravity Forms, this workflow seamlessly locates the associated customer in the Sage Intacct. It takes the legwork out of data transfer, ensuring that customer information is promptly and accurately reflected on your Sage Intacct system. Enhance your customer management while saving valuable time.

  1. When this happens!
    Gravity FormsGravity Forms
    Form Submission

    Triggers when the specified form is submitted.

    TriggerInstant
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Supported triggers and actions

    • FormRequired

    Action
    Write
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gravity-forms logo

About Gravity Forms

Gravity Forms is a premier WordPress plugin that makes it easy to create powerful forms on the fly.
Learn more

Related categories

  • Forms & Surveys
  • WordPress

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About Sage Intacct

Sage Intacct is a cloud-based financial management software that streamlines & automates accounting business processes, providing real-time financial insights.

Related categories

  • Accounting